Settings and activity

23 results found

1. Valuation Access Details for Remortgages

   2 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Ajay Nayyar shared this idea  ·  Feb 7, 2024

2. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 7, 2024

3. Task Notifications

   9 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 7, 2024

4. Integration with a text messaging service

   31 votes

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   under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 7, 2024

5. Ability to Customise the fields in reports

   7 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 7, 2024

6. Sourcing by Cheapest Overall product

   12 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 15, 2022

7. Put an LTV calculator in the mortgage factfind

   28 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 15, 2022

8. Multiple products on a mortgage

   93 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 15, 2022

9. BTL FactFind

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Ajay Nayyar supported this idea  ·  Feb 15, 2022

10. BTL portfolio totals

    51 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Ajay Nayyar commented  ·  Feb 15, 2022  ·  Edit…  ·  Delete…

    would also be beneficial if this could be done so that we can see what each individual client's figures look like as not always are properties jointly held

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    Ajay Nayyar supported this idea  ·  Sep 1, 2021

11. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Feb 15, 2022

12. Automatically move Employment details From Existing to History on Employment change

    37 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Feb 15, 2022

13. Amend policy numbers/ mortgage account numbers after marked completed

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Feb 15, 2022

14. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    94 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Feb 15, 2022

15. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Feb 15, 2022

16. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    66 votes

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    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Feb 15, 2022

17. Limited company Improvements

    17 votes

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    started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Aug 12, 2024

18. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Sep 1, 2021

19. Ability to Split Client/Broker Fees

    23 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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    Ajay Nayyar supported this idea  ·  Sep 1, 2021

20. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ajay Nayyar shared this idea  ·  May 25, 2021